Personal Inventory

This is a checklist that was developed by an attorney which should prove helpful when you meet with your attorney to draw up or update your will. Feel free to use this layout for your own personal use.

Family

Name

Address

Date of Birth

Place of Birth

Social Security Number

Name of Spouse

Spouse’s Social Security Number

Name, addresses, telephone and SS#s of children

Name, addresses, telephone and SS3s of siblings

Type and number of medical insurance

Financial

Checking Account info

Savings Account info

Certificates of Deposit

Accounts receivable (money owed to you)

Stocks, bonds, mutual funds

Insurance policies

Annuity Contracts

Personal Property

Automobile (Make, Model, Year, Value, Title location)

Other vehicles, recreational, etc.

Special household furnishings

Jewelry and Furs

Other valuables

Benefits (410k, IRA)

Name of Company

Real Estate Interests

Primary Residence

Vacation Property

Business Interests:

(List any and all business interests that pertain to you)

General Information

Safety Deposit Box

Owner Location of Box Location of Keys

Attorney

Accountant

Church, Synagogue or Spiritual advisor

Funeral arrangements

Cemetery preference

Insurance broker Financial broker/advisor

Name of Executor

My wishes with regard to my family

My wishes for my favorite charities:

(include name of charity, contact name and telephone number, address and a description of your bequest)

Student Profiles

Peter - Accounting

"I think one of the most crucial aspects of the Daemen curriculum is the required internship. I was an accounting intern for both a private health care company and a certified public accounting firm. I was able to apply lessons learned in the classroom to real business situations. When my internships were over, each company offered me a full-time position."

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